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Caterpillar shares owned by Means Investment

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Means Investment from 13F filings

Historical chart of Means Investment investment in Caterpillar

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All positions including Caterpillar held by Means Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Means Investment

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 3.1k 391.12
2024-06-30 $999k 3.0k 333.05
2024-03-31 $1.1M 3.1k 366.46
2023-12-31 $903k 3.1k 295.70
2023-09-30 $804k 2.9k 273.00
2023-06-30 $666k 2.7k 246.04
2023-03-31 $410k 1.8k 228.87
2022-12-31 $408k 1.7k 239.57
2022-09-30 $214k 1.3k 164.11
2022-06-30 $230k 1.3k 178.71
2022-03-31 $286k 1.3k 222.57
2021-12-31 $267k 1.3k 206.50
2021-09-30 $266k 1.4k 192.06
2021-06-30 $301k 1.4k 217.96
2021-03-31 $320k 1.4k 232.05
2020-12-31 $253k 1.3k 198.28
2019-12-31 $2.0M 13k 147.77
2019-09-30 $1.8M 12k 146.93
2019-06-30 $1.6M 12k 134.29
2019-03-31 $1.5M 11k 135.50
2018-12-31 $985k 7.7k 127.11